Amanda Kish

Amanda Kish, CFP®, CFA — a planner who specializes in asset allocation and risk capacity. She breaks down risk capacity vs risk tolerance. Short rules for time horizon, income stability, and retirement red-zone risks. Practical ballpark stock ranges by temperament. Tools and simple tests to find a portfolio you can actually stick with.

Join Certified Financial Planner Amanda Kish as she shares her expertise on financial planning. She discusses setting up a regular money check-in to create accountability while recommending tools for tracking spending. Amanda emphasizes the importance of completing a full financial inventory and calculating personal net worth to understand your financial health. Finally, she introduces the idea of a concise financial baseline summary for measuring progress and invites listeners to share their own financial tips.

Amanda Kish, a financial planning specialist at All Fools Universally, joins Tom Gardner to unravel the complexities of financial planning. They discuss how understanding yourself as an investor is crucial before making any financial moves. Kish outlines essential steps for new parents and emphasizes the need for regular reviews of your financial strategy. The discussion contrasts DIY planning with the benefits of professional advice, offering practical tips to help listeners create a tailored financial blueprint and navigate market volatility.